WA
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WPG Advisers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WPG Advisers’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1K Buy
139
+100
+256% +$14.9K 0.01% 526
2026
Q1 		$5.72K Hold
39
– – ﹤0.01% 841
2025
Q4 		$6.04K Hold
39
– – ﹤0.01% 848
2025
Q3 		$5.43K Hold
39
– – ﹤0.01% 880
2025
Q2 		$5.26K Sell
39
-51
-57% -$6.89K ﹤0.01% 868
2025
Q1 		$13.1K Buy
90
+1
+1% +$145 0.01% 576
2024
Q4 		$12.3K Buy
+89
New +$13K 0.01% 570

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WPG Advisers's XLV Position: Q2 2026 in Review

WPG Advisers increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 256% in Q2 2026, buying an estimated $14.9K and bringing the position to 139 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #526.

WPG Advisers first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • WPG Advisers held 139 shares of State Street Health Care Select Sector SPDR ETF worth $22.1K as of Q2 2026.
  • WPG Advisers bought 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #526 holding.
  • WPG Advisers first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.